W. P. Carey Inc.
WPC- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001025378
No open-market purchases or sales by W. P. Carey Inc. insiders were filed in the last 90 days; 905 institutions reported holding it in 13F filings for Q2 2026, worth $12.8B in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in W. P. Carey Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 784
- +21 vs. Q1 2024
- Shares held
- 148.0M
- −5.56M (−3.6%) vs. Q1 2024
- Total value
- $8.16B
- −$522.1M (−6.0%) vs. Q1 2024
- New holders
- 84
- 266 more added
- Sold out
- 63
- 301 more reduced
10 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WPC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 905 | $12.8B |
| Q1 2026 | 869 | $11.7B |
| Q4 2025 | 857 | $10.6B |
| Q3 2025 | 819 | $10.6B |
| Q2 2025 | 820 | $9.79B |
| Q1 2025 | 823 | $9.82B |
| Q4 2024 | 782 | $8.16B |
| Q3 2024 | 805 | $9.17B |
| Q2 2024 | 784 | $8.16B |
| Q1 2024 | 773 | $8.71B |
| Q4 2023 | 782 | $10.5B |
| Q3 2023 | 746 | $7.59B |
| Q2 2023 | 820 | $9.21B |
| Q1 2023 | 838 | $10.6B |
| Q4 2022 | 855 | $10.6B |
| Q3 2022 | 798 | $9.36B |
| Q2 2022 | 813 | $10.4B |
| Q1 2022 | 785 | $9.37B |
| Q4 2021 | 768 | $9.31B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 699 | $8.09B |
| Q1 2021 | 653 | $7.25B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 3,805 | $209.0K | 0.01% | +3,805 | New |
| Mach-1 Financial Group, Inc. | 3,854 | $212.2K | 0.15% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 3,856 | $212.3K | 0.03% | −1,093−22.1% | Reduced |
| iA Global Asset Management Inc. | 3,870 | $213.0K | 0.00% | +3,870 | New |
| UMA Financial Services, Inc. | 3,659 | $213.2K | 0.04% | −108−2.9% | Reduced |
| Tradition Wealth Management, LLC | 3,880 | $213.6K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 3,909 | $215.2K | 0.00% | +3,909 | New |
| Buckingham Strategic Wealth, LLC | 3,928 | $216.3K | 0.00% | +80+2.1% | Added |
| Napa Wealth Management | 3,938 | $216.8K | 0.15% | +3,938 | New |
| Parsons Capital Management Inc | 3,950 | $217.4K | 0.01% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 3,951 | $217.5K | 0.14% | +3,951 | New |
| Raleigh Capital Management Inc. | 3,952 | $217.6K | 0.09% | −163−4.0% | Reduced |
| Monterey Private Wealth, Inc. | 3,953 | $217.6K | 0.08% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 3,982 | $219.2K | 0.09% | −100−2.4% | Reduced |
| Prosperitas Financial LLC | 4,001 | $220.2K | 0.13% | −897−18.3% | Reduced |
| 360 Financial, Inc. | 4,017 | $221.1K | 0.08% | −2,263−36.0% | Reduced |
| Peachtree Investment Partners, LLC | 4,022 | $221.4K | 0.09% | +4,022 | New |
| KPP Advisory Services LLC | 4,024 | $221.5K | 0.06% | +4,024 | New |
| Catalytic Wealth RIA, LLC | 4,033 | $222.0K | 0.04% | +198+5.2% | Added |
| Larson Financial Group LLC | 4,037 | $222.2K | 0.02% | +165+4.3% | Added |
| Coppell Advisory Solutions LLC | 4,090 | $225.2K | 0.04% | +4,090 | New |
| Proequities, Inc. | 4,035 | $225.6K | 0.01% | −15−0.4% | Reduced |
| Accurate Wealth Management, LLC | 3,898 | $226.9K | 0.05% | −15−0.4% | Reduced |
| Argent Trust Co | 4,123 | $227.0K | 0.01% | −968−19.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,130 | $227.0K | 0.00% | 00.0% | Unchanged |
| BancorpSouth Bank | 4,132 | $227.5K | 0.02% | −501−10.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,164 | $229.2K | 0.03% | −11−0.3% | Reduced |
| Seeds Investor LLC | 4,165 | $229.3K | 0.12% | +4,165 | New |
| Daymark Wealth Partners, LLC | 4,187 | $230.5K | 0.01% | +20+0.5% | Added |
| Tritonpoint Wealth, LLC | 4,153 | $232.2K | 0.02% | −1,205−22.5% | Reduced |
| Teacher Retirement System of Texas | 4,252 | $234.0K | 0.00% | −1,307−23.5% | Reduced |
| Garrison Asset Management, LLC | 4,255 | $234.2K | 0.12% | +3+0.1% | Added |
| SWP Financial LLC | 4,355 | $239.7K | 0.16% | −1,719−28.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,366 | $240.3K | 0.02% | −527−10.8% | Reduced |
| Berger Financial Group, Inc | 4,367 | $240.4K | 0.02% | −1,174−21.2% | Reduced |
| Sovereign Financial Group, Inc. | 4,399 | $242.2K | 0.06% | +17+0.4% | Added |
| Kingsview Wealth Management, LLC | 4,403 | $242.4K | 0.01% | −603−12.0% | Reduced |
| Alaska Permanent Fund Corp | 4,219 | $243.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,426 | $244.0K | 0.00% | −446−9.2% | Reduced |
| Vestcor Inc | 4,459 | $245.0K | 0.01% | −10,876−70.9% | Reduced |
| LexAurum Advisors, LLC | 4,464 | $245.7K | 0.06% | −550−11.0% | Reduced |
| Dividend Assets Capital, LLC | 4,500 | $247.7K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 4,525 | $249.1K | 0.03% | −802−15.1% | Reduced |
| Virtue Capital Management, LLC | 4,243 | $250.4K | 0.04% | −321−7.0% | Reduced |
| Jackson Wealth Management, LLC | 4,583 | $252.0K | 0.05% | −650−12.4% | Reduced |
| Willis Johnson & Associates, Inc. | 4,598 | $253.1K | 0.02% | +543+13.4% | Added |
| Lido Advisors, LLC | 4,609 | $257.7K | 0.00% | +611+15.3% | Added |
| Cherry Tree Wealth Management, LLC | 4,707 | $259.1K | 0.07% | −480−9.3% | Reduced |
| Columbia Asset Management | 4,725 | $260.0K | 0.05% | −400−7.8% | Reduced |
| Veriti Management LLC | 4,739 | $260.9K | 0.02% | +4,739 | New |
| Cordatus Wealth Management LLC | 4,747 | $261.0K | 0.10% | +384+8.8% | Added |
| AIA Group Ltd | 4,773 | $262.8K | 0.01% | +804+20.3% | Added |
| Credit Agricole S A | 4,800 | $264.2K | 0.00% | +4,800 | New |
| Cornerstone Wealth Group, LLC | 4,890 | $269.2K | 0.02% | −284−5.5% | Reduced |
| Diversify Advisory Services, LLC | 4,914 | $269.5K | 0.01% | −19−0.4% | Reduced |
| Two Sigma Securities, LLC | 4,901 | $269.8K | 0.01% | −379−7.2% | Reduced |
| Woodward Diversified Capital, LLC | 4,902 | $269.9K | 0.16% | −216−4.2% | Reduced |
| Kathmere Capital Management, LLC | 4,907 | $270.1K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,915 | $270.6K | 0.02% | −314−6.0% | Reduced |
| Guyasuta Investment Advisors Inc | 4,180 | $270.9K | 0.02% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 4,929 | $271.3K | 0.01% | +4,929 | New |
| Bright Futures Wealth Management, LLC. | 4,791 | $274.2K | 0.15% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4,990 | $274.7K | 0.00% | −1,984−28.4% | Reduced |
| Round Rock Advisors, LLC | 5,020 | $276.4K | 0.07% | +206+4.3% | Added |
| Summit Wealth Group, LLC | 5,047 | $278.0K | 0.08% | 00.0% | Unchanged |
| Colony Group, LLC | 5,053 | $278.0K | 0.00% | +195+4.0% | Added |
| BTC Capital Management, Inc. | 5,068 | $279.0K | 0.03% | +678+15.4% | Added |
| Joel Isaacson & Co., LLC | 5,073 | $279.3K | 0.01% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 5,121 | $281.9K | 0.18% | −3,056−37.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,149 | $283.5K | 0.00% | +2,789+118.2% | Added |
| EP Wealth Advisors, LLC | 5,220 | $287.3K | 0.00% | −254−4.6% | Reduced |
| Ameritas Advisory Services, LLC | 5,230 | $287.9K | 0.01% | −179−3.3% | Reduced |
| Carret Asset Management, LLC | 5,282 | $290.8K | 0.03% | −41−0.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,327 | $293.3K | 0.01% | +881+19.8% | Added |
| Equitable Holdings, Inc. | 5,346 | $294.3K | 0.00% | −891−14.3% | Reduced |
| SageView Advisory Group, LLC | 5,359 | $295.0K | 0.01% | +5,359 | New |
| Barlow Wealth Partners, Inc. | 5,049 | $295.4K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,386 | $296.5K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 5,392 | $296.8K | 0.00% | +5,392 | New |
| GeoWealth Management, LLC | 5,403 | $297.4K | 0.01% | −2,703−33.3% | Reduced |
| Basepoint Wealth LLC | 5,415 | $298.1K | 0.24% | +82+1.5% | Added |
| HBW Advisory Services LLC | 5,462 | $300.7K | 0.05% | −27,921−83.6% | Reduced |
| United Capital Financial Advisers, LLC | 5,521 | $303.9K | 0.00% | −1,202−17.9% | Reduced |
| Walleye Trading LLC | 5,540 | $305.0K | 0.01% | +416+8.1% | Added |
| Gilbert & Cook, Inc. | 5,543 | $305.1K | 0.04% | −514−8.5% | Reduced |
| DF Dent & Co Inc | 5,556 | $305.9K | 0.00% | +268+5.1% | Added |
| Tokio Marine Asset Management Co Ltd | 5,558 | $306.0K | 0.01% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 5,593 | $311.2K | 0.06% | +22+0.4% | Added |
| Profund Advisors LLC | 5,674 | $312.4K | 0.01% | −649−10.3% | Reduced |
| Greenleaf Trust | 5,720 | $314.9K | 0.00% | +5,720 | New |
| Cullen Capital Management LLC | 5,723 | $315.1K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,736 | $315.7K | 0.08% | +41+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 5,747 | $316.4K | 0.00% | −75−1.3% | Reduced |
| Lockheed Martin Investment Management Co | 5,750 | $316.5K | 0.02% | −3,325−36.6% | Reduced |
| Allen Capital Group, LLC | 5,752 | $316.6K | 0.04% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 5,760 | $317.1K | 0.26% | −100−1.7% | Reduced |
| Jacobi Capital Management LLC | 5,767 | $317.5K | 0.03% | +27+0.5% | Added |
| Rockport Wealth LLC | 5,782 | $318.3K | 0.13% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,786 | $318.5K | 0.17% | −369−6.0% | Reduced |
| Western Wealth Management, LLC | 5,835 | $321.2K | 0.02% | −780−11.8% | Reduced |